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Stonegate Investment Group’s Public Storage PSA Stock Holding History

Stonegate Investment Group’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$587K Buy
2,031
+354
+21% +$102K 0.01% 231
2025
Q2 		$492K Buy
1,677
+327
+24% +$96.8K 0.01% 242
2025
Q1 		$404K Sell
1,350
-39
-3% -$11.7K 0.01% 242
2024
Q4 		$416K Sell
1,389
-70
-5% -$23.2K 0.01% 234
2024
Q3 		$531K Hold
1,459
– – 0.01% 223
2024
Q2 		$420K Sell
1,459
-148
-9% -$40.8K 0.01% 244
2024
Q1 		$466K Sell
1,607
-526
-25% -$151K 0.01% 228
2023
Q4 		$651K Buy
2,133
+314
+17% +$83.3K 0.02% 188
2023
Q3 		$479K Buy
1,819
+199
+12% +$55.8K 0.02% 203
2023
Q2 		$473K Buy
1,620
+517
+47% +$151K 0.02% 207
2023
Q1 		$333K Buy
1,103
+269
+32% +$79.1K 0.01% 241
2022
Q4 		$234K Sell
834
-43
-5% -$12.5K 0.01% 275
2022
Q3 		$257K Buy
877
+25
+3% +$8.13K 0.01% 242
2022
Q2 		$266K Buy
852
+280
+49% +$96.9K 0.01% 245
2022
Q1 		$223K Buy
572
+2
+0.4% +$726 0.01% 234
2021
Q4 		$213K Buy
+570
New +$190K 0.01% 245

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stonegate Investment Group's PSA Position: Q3 2025 in Review

Stonegate Investment Group increased its Public Storage (PSA) stake by 21% in Q3 2025, buying an estimated $102K and bringing the position to 2,031 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #231.

Stonegate Investment Group first reported a position in PSA in Q4 2021 and has held it in 16 quarters since. The position peaked at $651K in Q4 2023. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Stonegate Investment Group held 2,031 shares of Public Storage worth $587K as of Q3 2025.
  • Stonegate Investment Group bought 354 Public Storage shares in Q3 2025, an estimated $102K.
  • Public Storage made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #231 holding.
  • Stonegate Investment Group first reported a position in Public Storage in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Public Storage position peaked at $651K in Q4 2023.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.